Truist Investment Services, Inc.
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 17499
- Registered since
- February 7, 1986
- Website
- www.truist.com
Firm profile
FINTRXOverview
Truist Investment Services, Inc. is organized as a corporation and operates as an independent broker‑dealer. FINTRX records show the firm has been SEC‑registered since 1986. Ownership is listed under a domestic entity and individual structure. The profile indicates the firm does not act as a capital allocator, is not an active ESG investor, is not a multi‑state adviser, and is not identified as a pension consultant or related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 5
Yvonne Pridemore
Chief Administrative OfficerCRD 4281100
Tonya Tyson
COOCRD 1987448
Wei Lu
Chief Risk OfficerCRD 5869319
Contacts
3 of 2049Derek Yerdon
Investment CounselorCRD 5639945
Juan Ayala
Vice PresidentCRD 5644306
Ryan Hannegan
Vice President, Premier BankerCRD 5654444
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 303 Peachtree St Ne
- Time zone
- ET (UTC-5)
- Office locations
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